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1. shift start time

2. shift end time

3. dates to be considered (in the example days of a week)

4. number of employees required for each hour and each day

instead with Add resources you can create new shifts, indicating resource number, date, hour and click on +Add

Then, the system will add new shifts on the dashboard.

• you can edit each shift manually and insert the employee from those available, clicking on Edit.

Employees appearing in the list have already been automatically filtered according to contract type (hours still free to be assigned) and skills. You can choose employee (and a rotation employee if you want) and click on Save.

(If you click on Pinned, the employee shift remains blocked, so if you will launch Solve Roster to assign other shifts, pinned shifts will not be changed with other automatic solutions).

It is an algorithm which tests combinations in real-time to find the best one by automatically creating a shift schedule. The algorithm analyze all existing information (list of employees, contracts and disposability, skills, spots…) and searches for the best solution to provide optimal planning.

Clicking on yellow button “Solve Roster” system asks you if you really want to proceed.

During the launch you’ll see however the opportunity to terminate roster

At the end of the process the algorithm will display a planning result, assigning all work shifts:

Clicking on the icon of color key you can see the list of identified colors to understand the meaning of each work shift.

For example, you can see shifts already assigned to employees marked in yellow, while in grey you can see shifts that have not yet been assigned.

You can change several shifts at the same time:

1. click on the button with ticker

2. select work shifts to change

3. click on 3 dots to choose the action:
   - applicable or remove applicable
   - move so the selected shifts will be shifted by the selected time
   - resize (so expand/shrink by a selected time)
   - clone to the same days in the target week (when you clone shifts it’s possible to make unassigned them)

   - assign to a specific employee
   - make them unassigned
   - pin or unpin work shifts
   - delete shifts

Clicking again on button with ticker, you will deactivate the edit option.

(You will be able to make changes with ticker option also on Adjustments section, if you have to modify shifts already published).

Or you can click directly on 3 dots of a specific work shift to edit it and change employee

• Info: score details (hard/medium/soft) of the specific workshift

• Edit: to change employee manually from the available ones (and possibility to make the shift pinned)

• Activities: to view and add activities within the shift (read more details in next paragraph)

• Employee calendar: link to calendar section of the selected employee to view all assigned workshifts

• Set employee unavailable: possibility to insert from here availability, choosing status, date and hour.
  If you insert that assigned employee is unavailable or absent:
  1. Assigned shift become unassigned automatically.
  2. The system also adds the unavailability in the employee calendar
  3. By launching the Solve Roster again, the system will not consider the employee unavailable in the proposed solution (Find out more about availability clicking here)

• Delete: to cancel workshift

1. Click on Add new

2. Choose an activity from the list and select hour for it. And click OK

3. You will see the list of created activity, that you can edit or cancel. And click on Close.

4. You will also see created activity directly on Employee calendar section of the relative employee

By default, system inserts the week's dates you are viewing.

You will download a csv file with indication of employees and relative assigned workshifts: